202 tracked 13F filers disclose a position in DTD as of the latest SEC 13F filings, a combined $735.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $130.0M | 1.5M | ▼−8.5% Reduced · −141K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $105.0M | 1.2M | ▲+4.6% Added · +53K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $77.8M | 901K | ▲+7.5% Added · +63K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $32.2M | 373K | ▼−4.9% Reduced · −19K sh | Q1 2026 | |
| 5 | 626 Financial, LLC | $28.5M | 306K | ▲+3.7% Added · +11K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $23.6M | 273K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 7 | Connecticut Wealth Management, LLC | $24.9M | 267K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 8 | Pinnacle Financial Group, LLC / IL | $22.4M | 241K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $18.9M | 203K | ▼−9.6% Reduced · −22K sh | Q2 2026 | |
| 10 | Retirement Planning Group, LLC | $18.8M | 202K | ▼−14% Reduced · −34K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $15.6M | 181K | ▼−6.7% Reduced · −13K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $12.4M | 143K | ▲+0.7% Added · +927 sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $12.3M | 143K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $10.3M | 119K | ▲+18% Added · +18K sh | Q1 2026 | |
| 15 | Vertex Planning Partners, LLC | $8.6M | 100K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 16 | UBS Group AG | $8.3M | 96K | ▲+4.8% Added · +4K sh | Q1 2026 | |
| 17 | Melone Private Wealth, LLC | $7.7M | 83K | ▼−1.0% Reduced · −847 sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | $7.4M | 80K | ▲17× Added · +75K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $6.6M | 77K | ▼−26% Reduced · −27K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $6.1M | 72K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 72K | ▲+23% Added · +13K sh | Q1 2026 | |
| 22 | Vestmark Advisory Solutions, Inc. | $6.7M | 72K | —Held | Q2 2026 | |
| 23 | ROYAL BANK OF CANADA | $6.0M | 70K | ▼−20% Reduced · −17K sh | Q1 2026 | |
| 24 | Atria Investments, Inc | $6.1M | 65K | ▼−56% Reduced · −82K sh | Q2 2026 | |
| 25 | FFG RETIREMENT ADVISORS LLC | $5.6M | 60K | ▼−0.7% Reduced · −414 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in DTD and 13 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 101 funds | $48.0B |
| NVIDIA CORPNVDA | 99 funds | $57.8B |
| MICROSOFT CORPMSFT | 97 funds | $41.4B |
| AMAZON.COM INCAMZN | 97 funds | $28.3B |
| ALPHABET INC-CL AGOOGL | 95 funds | $22.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 95 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 94 funds | $18.0B |
| JPMORGAN CHASE & COJPM | 94 funds | $10.7B |
| META PLATFORMS INC-CLASS AMETA | 93 funds | $13.1B |
| PROCTER & GAMBLE CO/THEPG | 92 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 91 funds | $5.7B |
| BROADCOM INCAVGO | 90 funds | $20.4B |
Ranked by how many of DTD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for DTD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DTD/capital-change-brief"
Use Arkolith's capital_change_brief for DTD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DTD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.